Technical Sales Representative

Carlisle•Waukesha, WI

2d•Onsite

About The Position

Carlisle Architectural Metals (CAM) is seeking a Technical Sales Representative to join its sales team in Waukesha, Wisconsin. The role supports inbound customers, vendors, partners, and contractors while contributing to MTL sales by helping execute bids. The representative reviews architectural and shop drawings, specifications, and other construction documents to select appropriate MTL products and prepare pricing quotes and estimates. The representative manages assigned customer accounts, providing pricing, print approvals, samples, technical answers, approvals, and purchase orders, and assisting with order processing. The position coordinates with Engineering, Production, Service, and Shipping to strengthen customer relationships. It also includes quote follow-up through Plan for Every Quote (PFEQ): managing CRM and quote systems, collecting relevant information when quotes are requested, and contacting customers to help secure projects. The position is primarily office-based, with regular visits to the plant floor and occasional work-related travel of less than 20% of the time. The usual schedule is Monday through Friday, 8 a.m. to 5 p.m., during regular business hours. Some projects and initiatives may require occasional flexibility to work on weekends or during second-shift hours.

Requirements

High school diploma and at least 2 years of experience in customer-interacting or customer-facing roles, or an equivalent combination of education and experience.
Excellent interpersonal and communication skills, including effective verbal and written communication with customers and people at all organizational levels.
Strong computing skills, including proficiency in Microsoft Outlook, Word, Excel, and Adobe.
Basic proficiency with office hardware, including computers, laptops, printers, and fax machines.
High attention to detail and a consistent record of accuracy.
Strong mathematical skills.
Ability to read and interpret architectural drawings and specifications.
Ability to solve standardized problems involving several concrete variables.
Strong customer-first mindset and well-developed customer service skills.
Ability to resolve conflicts and problems professionally.
Ability to satisfactorily perform essential duties, with or without reasonable accommodation.

Nice To Haves

Certificate program or college degree involving Mathematics, Business Administration, Engineering, Architectural Drafting, or Construction Technology.
Experience in metal fabrication, construction, or the roofing industry.
Experience in a consultative selling environment.
Experience in a technical or specifications-based position.
Experience in a customer service role.

Responsibilities

Deliver responsive, professional service to internal and external customers in keeping with the SPEQ Promise.
Answer incoming customer phone calls and email messages and work with urgency to find solutions.
Establish and maintain positive customer relationships and serve as the primary point of contact for assigned accounts.
Develop expertise in MTL products and provide customers with technical guidance, specification knowledge, pricing, and solutions.
Navigate non-assigned customer accounts as needed to support teammates and customer service.
Review project requirements and plans to accurately determine material and product costs for quotes.
Review and coordinate drawings and approvals for proposals and job submittals.
Create, review, and manage quotes accurately and promptly; identify, disclose, and correct processing errors and non-conformance issues.
Address and resolve customer inquiries, problems, concerns, and complaints about MTL products and services.
Coordinate with Engineering, Production, Shipping, and Customer Service regarding account needs.
Follow up on high-value quotes through Plan for Every Quote (PFEQ), using technical skills to help convert quotes into orders.
Review unsuccessful quotes with customers and pursue reasonable solutions to improve quote win rates.
Resolve problems transparently and professionally, seeking outcomes that work for both the customer and the company.
Build relationships and resolve conflict in a productive manner that supports a culture of trust and respect.
Support teammates and other sales teams with customer service, problem resolution, and interdepartmental issues.
Contribute to assigned special projects and demonstrate a continuous-improvement mindset.
Follow work instructions, processes, procedures, programs, and systems; comply with safety rules and maintain departmental housekeeping standards.
Make sound business decisions and perform other duties and responsibilities as management deems necessary.